In the US. With how much they've invested in AI they need the entire planet to pay, and pay lots.

What's the capex expenditure of Magnificent 7 just this year? Close to $1tn?

They need it to be roughly as popular as first world cell phone usage for a 5-7yr ROI.

1. Cell phone usage was never free.

2. Cell phone usage was always localized. You had local telcoms and that was about it. Deutsche Telekom Germany didn't have to compete all the time with NTT Docomo Japan.

And there are probably 20 other economic differences I'm missing.

Everyone uses cell phones. Not everyone has a job where paying this much for these tools would be worthwhile for their employer.

Yeah, they may be over built for sure, I'm just saying the demand is there.

Demand for the internet was there but it still took 10+ years and a big economic crash to get there.

That's not how people mentally price things though, i.e. "streaming is so much cheaper than the movie theaters!", etc

How do people mentally price things. I'm on the fringe but I'm willing to pay $60 for a AAA 60 hour game that I'm positive I won't finish but am find if I get 6-10 hours out of it.